Premier Acquisition Manager_Sales-Sales_Delhi
Kotak Securities LimitedMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage relationships with High Net-Worth Individuals (HNIs) focusing on retail loan products.
Build and grow a strong CASA (Current Account Savings Account) portfolio with high-value customers.
Sell third-party products (TPP) to generate revenue through customer engagement.
Minimum Requirements
Experience in portfolio management or similar role related to HNI customer acquisition and relationship management.
Work Experience Required: Not explicitly mentioned in the JD
Mandatory skills include customer relationship management and coordination abilities.
No degree requirements or notice period explicitly mentioned.
Ideal Candidate Profile
Experienced in managing and growing HNI portfolios with measurable impact on CASA book or loan products.
Skilled at cross-selling third-party financial products to affluent customers.
Operates with strong coordination focus and customer-centric approach in portfolio management.